A detailed history of Janiczek Wealth Management, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 2,237 shares of SCHW stock, worth $159,050. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,237
Previous 2,237 -0.0%
Holding current value
$159,050
Previous $161,000 1.86%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$61.89 - $72.38 $618 - $723
10 Added 0.45%
2,237 $161,000
Q4 2023

Jan 26, 2024

SELL
$49.33 - $70.98 $36,504 - $52,525
-740 Reduced 24.94%
2,227 $153,000
Q3 2023

Oct 13, 2023

BUY
$54.2 - $67.94 $160,648 - $201,374
2,964 Added 98800.0%
2,967 $162,000
Q2 2023

Jul 11, 2023

SELL
$47.37 - $57.14 $1,089 - $1,314
-23 Reduced 88.46%
3 $0
Q1 2023

Apr 21, 2023

SELL
$51.91 - $85.6 $4,412 - $7,275
-85 Reduced 76.58%
26 $1,000
Q4 2022

Jan 20, 2023

BUY
$67.43 - $83.26 $606 - $749
9 Added 8.82%
111 $0
Q2 2022

Aug 03, 2022

SELL
$59.99 - $83.83 $4,379 - $6,119
-73 Reduced 41.71%
102 $7,000
Q3 2021

Oct 19, 2021

BUY
$66.68 - $77.38 $1,200 - $1,392
18 Added 11.46%
175 $13,000
Q2 2021

Jul 28, 2021

BUY
$63.69 - $76.01 $2,356 - $2,812
37 Added 30.83%
157 $11,000
Q1 2021

Apr 28, 2021

BUY
$51.54 - $67.65 $4,999 - $6,562
97 Added 421.74%
120 $8,000
Q3 2020

Oct 19, 2020

BUY
$33.02 - $36.28 $759 - $834
23 New
23 $1,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $129B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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